Creating a Workbook

A user with a Designer role can create new workbooks and publish them into folders to which the user has permission.

Steps:

1.     Create a workbook by doing one of the following:

·        Click  on the Welcome or Workbooks page.

·         Right-click on a folder or sub-folder then select New Workbook in the context menu on the Workbooks page.

The New Workbook dialog displays.

2.     Enter the name of the workbook then click .

The new workbook with a dashboard page (named Dashboard1) is displayed on the Open Workbook in Design Mode.

The dashboard name by default is editable. You can enter a descriptive dashboard name.

To proceed in creating a workbook, data tables must be added first. On the Data Table pane, there are three options to add or edit data tables.

See Adding and Managing Data Tables for more information.